Ai Portfolio Tool
Evaluate your Ai types within your portfolio of Ai projects. For various workflows, each with multiple stages, tasks and use cases, what is the Ai mix you need to prevent inefficiency.
Ai Workflow Balancing Tool
Pick your workflow using the pulldown.
Active
Rate friction where your workflow actually hurts:
where you take action to solve ongoing problems; where progress is slow or stalls; where people feel pain and pressure;
where performance breaks down; where you lose to competition; where profits decline; where you don’t exactly know what’s going wrong;
where lack of standardization creates one-off fixes that cost too much; and where technology — including AI — can dramatically increase productivity.
Friction by Stage
5
5
5
5
5
5
Now adjust AI emphasis in 5% steps and compare: Recalculate | Best | Worst | 100% GenAI.
AI Emphasis (5% steps)
GenAI (ChatGPT-style)
Writing, summarizing, outreach, proposals, rep copilot. Auto-fills remainder.
100%
Auto
Custom AI (optional)
Describe it in plain English (1 line). The tool will interpret keywords to estimate fit.
0%
Allocation always totals 100% (GenAI automatically adjusts).
Results
AI Portfolio Inefficiency
High inefficiency = wasted AI spend + wasted human hours (orchestration drag).
--
Ambientness--
Ambient AI = invisible help, behind the scenes, embedded structural improvements that make work easier —
fewer interrupts, less copy/paste, fewer dashboards.
Goal: 70+ strong, 85+ stretch.
Automation Appropriateness--
Compared to the workflow’s “best-case automation” given stage complexity. Not “% automated.”

